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Financial Services Businesses For Sale

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Sandpoint, ID Tax Practice for Sale - #ID6380

Sandpoint, ID

This well-established tax practice for sale in Sandpoint, ID, generates approximately $225,000 in annual gross revenue. The practice serves a diverse mix of business and individual clients across key...

$225,000

$225,000

Greater Knoxville Area CPA Firm

Tennessee

THE OPPORTUNITY A new opportunity is available to acquire a well-established, local CPA firm in the Greater Knoxville Area. Operating as a home-based business, this turn-key practice is ready to be...

$205,000

$205,000

Profitable Twin Cities CPA Practice Listing MN1117

Hennepin County, MN

Retirement creates this opportunity to buy an established CPA Practice with 64% Cash flow to the owner Annual Revenue: Growing revenue pattern with 2025 at $471,000 Revenue Breakdown: 66% Personal and...

$500,000

$500,000

Cash Flow: $310,000

Allstate Agency in Dallas, Texas

Dallas County, TX

Whether you're looking to expand your existing footprint or step into agency ownership, this established Dallas Allstate agency offers a strong foundation for continued success. Generating more than...

$850,000

$850,000

Real Estate Financial Services Firm

Description: The Company is an institutional-grade provider of underwriting, advisory, and asset management solutions. Integrated across every stage of the real estate asset and transaction lifecycle,...

Not Disclosed

Not Disclosed

EBITDA: $3,003,517

Well-Established Agency with Homeowners, Auto & Commercial book

Suwannee County, FL

Established Property & Casualty Insurance Agency. The agency maintains a diversified book of business consisting primarily of homeowners, auto, and commercial insurance policies, generating consistent...

$570,000

$570,000

Virtual San Diego Based Tax Practice for Sale

San Diego, CA

Virtual book of business for sale, based in California. This is a partial sale and represents the tax preparation, subscription tax service, and related client book identified for sale. The Seller is...

$730,000

$730,000

Tarzana CPA Firm for Sale

Tarzana, CA

Established CPA tax and accounting firm for sale in Tarzana, CA. This firm is operated by two CPA sellers who both provide professional tax & accounting services to clients. The sellers are looking to...

$725,000

$725,000

Cash Flow: $271,718

Sherman Oaks Tax Practice for Sale

Sherman Oaks, CA

Established tax practice for sale in Sherman Oaks, California. This practice is operated by a CTEC registered tax preparer who is considering retirement and seeking a qualified successor for a...

$525,000

$525,000

Cash Flow: $264,965

Murrieta CPA Firm for Sale

Murrieta, CA

CPA firm for sale in Murrieta, California. This established full-service CPA practice was founded in 2004 and has grown organically through early networking and referrals. The Seller is a CPA with...

$775,000

$775,000

Cash Flow: $378,836

Folsom Tax Practice for Sale

Folsom, CA

Tax practice for sale in Folsom, CA. This is a complete sale of the tax practice side of the business; however, the Seller intends to retain the bookkeeping and payroll clients. The Seller and spouse...

$165,000

$165,000

Carlsbad CPA Firm for Sale

Carlsbad, CA

Established CPA firm with a book of tax clients for sale in North San Diego County, CA. The Seller is looking to reduce their workload by transferring all of the tax work from their existing firm. The...

$325,000

$325,000

Established Insurance Business for sale

Sparks, NV

Independant insurance agency book of business for sale. . We are selling our book of insurance business of primarily personal lines p&c auto and home clients. It would need to be purchased by a...

$25,000

$25,000

Cash Flow: $30,000

Jacksonville ATM Portfolio: 286 Units | $685K Annual Cash Flow

$2,501,855 - Jacksonville Beach, FL

$2,501,855

Jacksonville Beach, FL

Bingham Farms, MI CPA Tax & Accounting Practice

Bingham Farms, MI

This well-established tax and accounting practice is located in a desirable suburb of Detroit and serves a loyal, high-quality client base of both businesses and individuals across a variety of...

$675,000

$675,000

Cash Flow: $267,500

South St Louis County CPA Firm

St. Louis County, MO

THE OPPORTUNITY Seize the opportunity to acquire a thriving, well-balanced CPA practice in South St. Louis County. Boasting a strong fee structure and excellent cash flow to the owner, this firm is...

$1,400,000

$1,400,000

Tom Gesimondo

Transworld Business Advisors

Serving Kings County, NY

Transworld Business Advisors have been doing good deals for good people for over 35 years. As a business owner, you can expect a mentoring approach to selling your business. At a first meeting we will take the time to learn about your business, and to explain the process of selling in a no pressure conversation. Then you are part of the transaction from pricing to popping the champagne with strong communication throughout. If you decide to list with us, there are no up front costs. We are as invested in the process as you are. We only receive our commission when your business is sold.

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Well-Established CPA Practice - NW Indiana

Porter County, IN

A well-established CPA practice in Northwest Indiana is now available for the right buyer, offering a genuinely diversified revenue base across personal tax, business tax, and accounting services....

$514,125

$514,125

Fayetteville EA Firm

Fayetteville, AR

THE OPPORTUNITY Looking for a modern, thriving practice with built-in scalability? This rapidly growing Enrolled Agent (EA) firm in Fayetteville offers the perfect blend of skyrocketing revenue and...

$900,000

$900,000

Virtual CPA Firm with a Self-Sufficient Remote Team

North Carolina

-Consistent revenue growth for over 30 years, reaching approximately $760,000 in 2025 -Fully remote, self-directed team with strong tenure and detailed policies and procedures documentation -Diverse...

$950,000

$950,000

South Central NC CPA Practice For Sale

North Carolina

• Seller retiring; willing to assist with the transition to help maintain client retention and ensure a successful transfer of the practice. • Yearly gross revenues around $600,000! • Revenues...

$720,000

$720,000

Self-Sufficient CPA Firm For Sale with 30 Annual Owner Hours

Virginia

-Current owners work just 30 hours annually, with experienced on-site management handling all day-to-day operations -40+ year established practice with a loyal, long-tenured client base -Diverse...

$1,500,000

$1,500,000

Exceptional Investment Opportunity – Award Winning Univista Ins. Agenc

Crossings, FL

Rare opportunity to acquire a well-established insurance agency with an active book of business and a strong reputation in the community. This award-winning operation has earned over 300 five-star...

$1,425,000

$1,425,000

Established insurance agency - 40 years in business

Staten Island, NY

Franchise insurance agency, established for 40 years in this location. High retention of 90% and low overhead expense. Agency is priced to sell at 2x of TPP, as such there's not a lot of room for...

$600,000

$600,000

Cash Flow: $220,000

Northshore Chicago, IL CPA Practice for Sale

Cook County, IL

This well-established practice for sale in Northshore Chicago, IL, has annual gross revenue of approximately $354,000. Through its decades of service, the firm has amassed a loyal client base and has...

$460,000

$460,000

Public-Sector Accounting Practice w/ Long-Term Subcontracting Revenue

$305,000 - Dallas County, TX

$305,000

Dallas County, TX

Saline County CPA Practice For Sale

Saline County, KS

• Owner looking to retire and is available for transitional help as agreed with buyer. • 2026 gross revenues anticipated to increase to $330,000! • Service mix includes tax (85%) and accounting (15%)....

$375,000

$375,000

Quick Sale! Insurance Book of Business 30+ years of clients

Pleasant Hill, CA

Established Independent Insurance Agency - 30+ Years of Success This well-established independent insurance agency presents an exceptional acquisition opportunity for buyers seeking a proven business...

$285,500

$285,500

Turnkey ATM Business

Des Moines, IA

This Turnkey ATM Business for sale includes 30 well-maintained machines strategically placed around the Des Moines, Iowa, metropolitan area. The convenient locations consist of businesses or locations...

$125,000

$125,000

Cash Flow: $32,543

Relocatable Allstate Agency – Established, Profitable & Diverse Client

Illinois

Relocatable Allstate Agency – Established, Profitable & Diverse Client Base A rare opportunity to acquire a well-performing Allstate book of business featuring a strong, loyal Spanish-speaking...

$290,000

$290,000

San Dimas, CA EA Practice for Sale

Los Angeles County, CA

• The owner is an EA • This practice was established in 1996 • Software in use includes Lacerte, QuickBooks, Practice CS, File Cabinet • Approximately $41,100 in annual revenue, via bookkeeping (50...

$650,000

$650,000

Cash Flow: $150,900

Western Slope CO CPA Practice for Sale

Colorado

- Single-owner CPA practice - 80% Tax Preparation (54% Individual; 39% Business; 7% Other); 20% Bookkeeping - Cash flow to owner before potentially duplicate expenses is 47% of gross revenue -...

$875,000

$875,000

Allstate Agency in Dallas County

Dallas County, TX

Located in Dallas County, Texas, this established insurance agency presents an excellent opportunity for a buyer seeking immediate scale and recurring revenue. The agency generates approximately $6.1...

$1,200,000

$1,200,000

Unique Errors & Omissions Insurance Brokerage For Sale ( Remote )

Pennsylvania

HS Listing ID-71793 —Business can be run from anywhere Remotely— Asking Price: $750,000 Gross Revenue: $739,279.00 2025 Net Profit: $203,789.26 Business Summary: With over 35 years of expertise in...

$750,000

$750,000

Cash Flow: $203,789

Hospitality Inventory Services

Indianapolis, IN

Established full service inventory business with Restaurant & Bar clients. Owner-operator model with part time employees. This business uses the industry-leading hardware and software solutions along...

$70,000

$70,000

Cash Flow: $66,000

Columbus-Cincinnati, OH - ATM route for sale

Columbus, OH

15 ATM Locations in the Columbus - Cincinnati, OH area - mainly high-end Hotels - making $21,000/yr NET (outside of Gas and time) for sale for $38,800...

$38,800

$38,800

Cash Flow: $21,000

Farmers Insurance Agency for Sale $2.5 Million in Premium

Saint Louis, MO

Saint Louis, MO

John Whitehead

Laura Sanders Realty

Elite Allstate Agency in Gainesville: $7.3M Premium & Super Retention

Gainesville, FL

***SALE PENDING*** This profitable Allstate insurance agency has been serving the Florida market with distinction since 1990, building a strong foundation with over several decades of continuous...

$1,490,000

$1,490,000

Established Farmers Agency – Strong Base, Attractive Market!

Utah County, UT

Established Farmers Insurance Agency – Strong Base, Attractive Market! This turnkey Farmers Insurance agency represents an exceptional opportunity to acquire an established franchise operation in the...

$1,500,000

$1,500,000

Cash Flow: $500,000

Utah County Tax & Accounting Practice for Sale

Utah County, UT

This opportunity consists of two accounting practices in Utah County, Utah, with combined annual gross revenues of approximately $988,000. Operating under a single ownership structure, the firms offer...

$988,000

$988,000

Cash Flow: $250,087

Troy, MI CPA Tax & Accounting Book of Business

Troy, MI

This CPA Tax and Accounting book of business for sale in Troy, MI has annual gross revenues of approximately $1,241,000. This practice provides tax, accounting, and bookkeeping serving both...

$1,365,000

$1,365,000

Cash Flow: $550,000

Northern Lake County, IN CPA Firm

Lake County, IN

THE OPPORTUNITY Step into a thriving, highly reputable accounting practice strategically positioned in Lake County, IN, in a Chicago suburb near the IN/IL border. Boasting an enviable fee structure...

$1,700,000

$1,700,000

Quick Sale! Profitable Tax Business with 30 Years of Clients

Pleasant Hill, CA

After more than 30 years of serving the community, this well-established tax preparation business is available for sale. This is a turnkey opportunity for a tax professional, CPA, EA, bookkeeping...

$442,500

$442,500

Established Scottsdale Tax Practice — High Margin — Owner Retiring

Scottsdale, AZ

This is a rare opportunity to acquire a well-established tax practice in one of the Phoenix area's most desirable, fast-growing markets. The firm has built a strong reputation over many years,...

$149,900

$149,900

Cash Flow: $127,000

Unique Errors & Omissions Insurance Brokerage For Sale

Philadelphia, PA

**NDA Required for address** NOTE: Yes, it is still available. If interested, please schedule a call to discuss further: https://calendly.com/jason-hartman-hedgestone Asking Price: $750,000 Financial...

$750,000

$750,000

Cash Flow: $203,789

Jeff Heidt

We Sell Restaurants

Serving Cobb County, GA

We Sell Restaurants is the nation’s largest business broker franchise focused exclusively on the sale of restaurants. With 20 years of experience, we have helped buy, sell and lease more hospitality locations nationwide than any other brand. We Sell Restaurants has carved an unparalleled niche in the industry as the nation's leading and only business broker franchise focused on restaurants. Formed over two decades ago, We Sell Restaurants is a vibrant and innovative company that operates in 45 states nationwide and delivers on the founder's vision to Sell More Restaurants Than Anyone Else. PERIOD. Our team achieves that mission by sharing a common set of core values that include: We know that Every Day is Game Day and We Act Accordingly We Treat Each Other, Our Clients and Internal Clients by the Golden Rule We Act with Integrity and Only Make Agreements We Are Willing and Able to Keep We Are the Brand and are Passionate about Sales Results We Create a Customer Service Experience Worth Sharing With top-flight experience crafted over decades of selling restaurants, along with previous expertise working in small businesses and in senior leadership roles for a Big 5 Accounting firm and a major Fortune 100 company, We Sell Restaurants leadership has deep financial, branding and marketing experience in restaurants, and small and big business. This collective experience allowed them to take the fragmented brokerage market and build a specialized practice for selling only restaurants with a systemic approach never before seen in the industry. We Sell Restaurants has recruited an experienced leadership team with experience spanning decades in business brokerage, franchise sales and customer service and operations.

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$310,000 Revenue – Marin County Tax and Accounting Practice

Marin County, CA

Located in beautiful Marin County, this well-established San Francisco area tax practice is paperless and profitable and has an outstanding reputation in the community. While helpful, a CPA license is...

$450,000

$450,000

Cash Flow: $203,000

Public Sector & Youth Ad Sales Specialist

Monmouth County, NJ

This New Jersey enterprise focuses on connecting local advertisers with public and youth-centered organizations, such as school systems, municipal agencies, and amateur sports leagues. Its core...

$300,000

$300,000

Cash Flow: $140,000

Decatur, AL--Fully Staffed Million Dollar Insurance Agency

$900,000 - Decatur, AL

$900,000

Decatur, AL

Regional Municipality of Waterloo Full-Service CPA Client List

Ontario

Alan Liverman is pleased to introduce: The seller is a CPA/CA/LPA and a 50% partner in a full service CPA firm and is selling his/her book of business. The buyer (should be an LPA), has a choice of...

$1,700,000

$1,700,000

Cash Flow: $478,372

North Hills, CA Tax & Bookkeeping Book of Business for Sale

Los Angeles County, CA

• This practice was established in 2000 • Software in use includes Proseries, Revver, Financial Microsystems • Approximately $12,000 in annual revenue, via bookkeeping (10 clients) • Approximately...

$225,000

$225,000

Full-Service Association Administration & Strategic Management Firm

BUSINESS HIGHLIGHTS This outstanding acquisition opportunity is for an established, accredited management firm providing support to membership-based organizations. The Company delivers governance...

Not Disclosed

Not Disclosed

Cash Flow: $495,000

Real Estate Brokerage for Sale

Las Vegas, NV

Well-established Las Vegas–based Real Estate Brokerage Company offered for sale. This turnkey operation provides a unique opportunity to acquire a fully licensed, operational brokerage and short-term...

$1,500,000

$1,500,000

Cash Flow: $485,000

$1.6M Niche CPA Audit Firm

Massachusetts

Well-established Massachusetts CPA practice with approximately $1.6 million in 2025 gross receipts. The firm offers a niche audit service. The owner is willing to remain involved for a reasonable...

Not Disclosed

Not Disclosed

Cash Flow: $522,000

CPA Practice for Sale West Palm Beach, FL $760,000 Revenue

Palm Beach County, FL

*** THIS LISTING IS CURRENTLY SALE PENDING. *** PRACTICE OVERVIEW The practice is made up of a combination of individual tax clients (28%), business tax returns (31%), accounting/bookkeeping clients...

Not Disclosed

Not Disclosed

Cash Flow: $341,226

Huntington-Ashland Tri-State Area of WV CPA Practice for Sale

West Virginia

This premier, steadily growing CPA firm has established a strong and respected presence throughout the Huntington-Ashland Tri-State Area of West Virginia and serves a high-quality and well-established...

$2,250,000

$2,250,000

Cash Flow: $440,800

Buy or Sell a Financial Service Business
Financial services businesses listed on BizBuySell include a broad mix of professional and transaction driven firms that provide financial, insurance, and advisory services to individuals and businesses, including insurance agencies (auto, life, annuity, and multiline), accounting and CPA practices, tax preparation firms, business brokerages, consulting and advisory companies, lending and finance related platforms, and niche financial service providers. The underlying business models are typically fee and commission based, generating recurring revenue from client renewals, policy commissions, retainers, or ongoing advisory relationships, with some listings emphasizing book of business acquisitions (insurance agencies, brokerages), territory or franchise style models with exclusive markets, and asset backed or transactional income streams such as ATM networks or money services.
Market Overview Listings for Sale (Median)
Number of Businesses Analyzed389
Asking Price$530,000
Reported Revenue$452,000
Reported Seller's Discretionary Earnings$220,000
Financials based on businesses that listed an asking price, annual revenue, and seller's discretionary earnings.

Asking Price

Lower QuartileMedianUpper Quartile
$270,000$530,000$988,000

Market Financial Highlights

The financial data presented here is an aggregation of reported revenue and earnings of Financial Services Businesses for sale.

BoundRevenueSeller’s Discretionary Earnings
Lower Quartile$240,000$124,900
Median$452,000$220,000
Upper Quartile$840,000$368,547

Valuation Multiples

The valuation multiples listed below are derived from asking price, revenue, and seller's discretionary earnings of Financial Services Businesses listed for sale.

BoundRevenue MultipleEarnings Multiple
Lower Quartile1.051.89
Median1.252.50
Upper Quartile1.663.39

FAQ's

How much does it cost to buy a Financial Service Business?

The median asking price for an established Financial Service Business is $530,000, though prices range from under $270,000 to well over $988,000.

How much do Financial Services Businesses owners earn?

The median reported revenue of Financial Services Businesses is $452,000 and owners earn a median of $220,000, which includes the owners salary and any other financial benefits they receive.

How do I value a Financial Service Business?

Valuing a business is a complex process, but buyers and sellers often turn to the local market to understand how businesses are priced. Based on our most recent analysis of Financial Services Businesses, revenue multiples range from 1.05 to 1.66, with a median of 1.25. Earning multiples range from 1.89 to 3.39, with the median at 2.50. This means the typical Financial Service Business may ask for around 1.25 times its annual revenue, and 2.50 times its annual owner earnings.

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